By Lisa Kailai Han
Publication Date: 2026-03-04 18:30:00
Key Points
- Microsoft, down 15% this year, is the largest stock swept up in the broader sell-off plaguing the software sector.
- Both Steve Weiss, chief investment officer of Short Hills Capital Partners, and Bill Baruch, founder and chief investment officer of Blue Line Capital, recently added to their positions.
- While some investors are concerned about the sustainability of growth at Microsoft’s Azure business, Joe Terranova, senior managing director for Virtus Investment Partners, believes such fears are unfounded.